See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,143 | $74,927-7.7% | $101,794-32.1% | $84,808-18.5% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.2%-9.9pp | 68.3%-9.1pp |
| Annual return | 10.99% | 18.70%-7.7pp | 30.53%-19.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $542 | $1,522-64.4% | $2,289-76.3% | $2,631-79.4% |
| Participant deferral / active EE | $992 | $3,099-68.0% | $4,084-75.7% | $4,212-76.4% |
| Admin fee / account holder | $1,543 | $6,514-76.3% | $8,777-82.4% | $7,344-79.0% |